We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
2076
Kerr Financial Planning
California
$59.5K +$59.3K +239 New
ETS
2077
ESL Trust Services
New York
$58.7K – – –
MSWA
2078
Marshall & Sterling Wealth Advisors
New York
$57.5K -$992 -4 -2%
WW
2079
Winnow Wealth
Texas
$57.4K +$55.8K +225 New
APW
2080
Acima Private Wealth
Virginia
$55.2K – – –
JGIA
2081
Jackson Grant Investment Advisers
Connecticut
$54.2K +$248 +1 +0.5%
BL
2082
BFSG LLC
California
$50.2K +$744 +3 +2%
TWD
2083
True Wealth Design
Ohio
$49.6K -$48.9K -197 -50%
FMTCOCP
2084
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$48K -$7.19K -29 -13%
OP
2085
ORG Partners
Indiana
$46.8K – – –
TFA
2086
Toth Financial Advisory
Virginia
$45.7K – – –
KA
2087
Kozak & Associates
Colorado
$45K -$18.1K -73 -28%
BAM
2088
Byrne Asset Management
New Jersey
$41.4K -$40.7K -164 Closed
TAM
2089
Tucker Asset Management
Colorado
$41.4K -$38.4K -155 -49%
POIA
2090
Pin Oak Investment Advisors
Texas
$40.8K -$1.24K -5 -3%
EPIM
2091
Evelyn Partners Investment Management
$40.7K – – –
TVWM
2092
Tower View Wealth Management
Wisconsin
$39.5K – – –
ANBT
2093
American National Bank & Trust
Texas
$39.2K – – –
HNB
2094
Hilltop National Bank
Wyoming
$39.2K – – –
YP
2095
YANKCOM Partnership
South Dakota
$38.6K +$27.8K +112 +280%
WWA
2096
Wealth Watch Advisors
Colorado
$38.4K +$37.4K +151 New
CCMI
2097
Creative Capital Management Investments
California
$38.1K – – –
FM
2098
Family Management
New York
$38.1K – – –
CH
2099
Canton Hathaway
Rhode Island
$38K – – –
Allspring Global Investments
2100
Allspring Global Investments
North Carolina
$37.7K – – –